Holders — by stockHoldings — by fund
Leading Edge Financial Planning LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001967205
$561.6M
disclosed book value
78
positions
15.4%
largest position share
Positions, as of 2026-06-30
top 78 of 78 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 986,037 | $86.7M | 15.4% |
| 2 | DFICDIMENSIONAL ETF TRUST | 2.1M | $80.1M | 14.3% |
| 3 | DUHPDIMENSIONAL ETF TRUST | 1.3M | $53.7M | 9.6% |
| 4 | SCHBSCHWAB STRATEGIC TR | 1.7M | $50.6M | 9% |
| 5 | DFSVDIMENSIONAL ETF TRUST | 1.0M | $39.8M | 7.1% |
| 6 | DFEMDIMENSIONAL ETF TRUST | 908,460 | $36.9M | 6.6% |
| 7 | AVLVAMERICAN CENTY ETF TR | 367,041 | $33.5M | 6% |
| 8 | DFCFDIMENSIONAL ETF TRUST | 723,730 | $30.5M | 5.4% |
| 9 | SPABSPDR SERIES TRUST | 1.2M | $30.0M | 5.3% |
| 10 | DFIPDIMENSIONAL ETF TRUST | 580,584 | $24.0M | 4.3% |
| 11 | AVREAMERICAN CENTY ETF TR | 264,621 | $12.5M | 2.2% |
| 12 | VCSHVANGUARD SCOTTSDALE FDS | 135,352 | $10.7M | 1.9% |
| 13 | BNDXVANGUARD CHARLOTTE FDS | 220,323 | $10.7M | 1.9% |
| 14 | REETISHARES TR | 293,457 | $8.1M | 1.4% |
| 15 | DUSBDIMENSIONAL ETF TRUST | 151,087 | $7.7M | 1.4% |
| 16 | AVUVAMERICAN CENTY ETF TR | 26,447 | $3.3M | 0.6% |
| 17 | VOTVANGUARD INDEX FDS | 9,383 | $2.9M | 0.5% |
| 18 | AVEMAMERICAN CENTY ETF TR | 29,770 | $2.9M | 0.5% |
| 19 | NTSXWISDOMTREE TR | 43,755 | $2.6M | 0.5% |
| 20 | GLDMWORLD GOLD TR | 23,442 | $1.9M | 0.3% |
| 21 | AVIGAMERICAN CENTY ETF TR | 43,086 | $1.8M | 0.3% |
| 22 | DFAIDIMENSIONAL ETF TRUST | 42,332 | $1.7M | 0.3% |
| 23 | QQQINVESCO QQQ TR | 2,315 | $1.7M | 0.3% |
| 24 | SCHXSCHWAB STRATEGIC TR | 56,167 | $1.7M | 0.3% |
| 25 | AVDEAMERICAN CENTY ETF TR | 16,549 | $1.5M | 0.3% |
| 26 | BILSPDR SERIES TRUST | 15,703 | $1.4M | 0.3% |
| 27 | ITOTISHARES TR | 7,779 | $1.3M | 0.2% |
| 28 | NTSIWISDOMTREE TR | 27,194 | $1.3M | 0.2% |
| 29 | AAPLAPPLE INC | 3,646 | $1.1M | 0.2% |
| 30 | DFAXDIMENSIONAL ETF TRUST | 26,472 | $975,228 | 0.2% |
| 31 | SPIPSPDR SERIES TRUST | 37,849 | $971,962 | 0.2% |
| 32 | DFSDDIMENSIONAL ETF TRUST | 19,073 | $910,736 | 0.2% |
| 33 | VTVANGUARD INTL EQUITY INDEX F | 5,359 | $841,095 | 0.1% |
| 34 | VTIVANGUARD INDEX FDS | 2,213 | $818,948 | 0.1% |
| 35 | VIGVANGUARD SPECIALIZED FUNDS | 3,424 | $810,293 | 0.1% |
| 36 | DFGRDIMENSIONAL ETF TRUST | 24,367 | $705,912 | 0.1% |
| 37 | EDVVANGUARD WORLD FD | 9,509 | $618,846 | 0.1% |
| 38 | EPDENTERPRISE PRODS PARTNERS L | 16,730 | $614,987 | 0.1% |
| 39 | DFGXDIMENSIONAL ETF TRUST | 10,719 | $574,482 | 0.1% |
| 40 | IVVISHARES TR | 647 | $484,787 | 0.1% |
| 41 | QUALISHARES TR | 2,197 | $482,143 | 0.1% |
| 42 | SGOVISHARES TR | 4,483 | $451,303 | 0.1% |
| 43 | VOOVANGUARD INDEX FDS | 647 | $444,365 | 0.1% |
| 44 | SCHDSCHWAB STRATEGIC TR | 13,930 | $441,734 | 0.1% |
| 45 | TPYPTORTOISE CAPITAL SERIES TRUS | 9,208 | $386,094 | 0.1% |
| 46 | SCHZSCHWAB STRATEGIC TR | 16,480 | $381,180 | 0.1% |
| 47 | AMZNAMAZON COM INC | 1,540 | $367,044 | 0.1% |
| 48 | BOXXEA SERIES TRUST | 3,115 | $364,735 | 0.1% |
| 49 | PGFINVESCO EXCHANGE TRADED FD T | 26,014 | $356,650 | 0.1% |
| 50 | DFUSDIMENSIONAL ETF TRUST | 4,156 | $340,543 | 0.1% |
| 51 | AGGISHARES TR | 3,329 | $329,507 | 0.1% |
| 52 | AOMISHARES TR | 6,597 | $329,124 | 0.1% |
| 53 | AVDVAMERICAN CENTY ETF TR | 3,067 | $316,054 | 0.1% |
| 54 | DFACDIMENSIONAL ETF TRUST | 6,824 | $302,713 | 0.1% |
| 55 | JMUBJ P MORGAN EXCHANGE TRADED F | 5,921 | $299,929 | 0.1% |
| 56 | DFNMDIMENSIONAL ETF TRUST | 6,163 | $297,888 | 0.1% |
| 57 | VTVVANGUARD INDEX FDS | 1,349 | $293,988 | 0.1% |
| 58 | GOVTISHARES TR | 12,841 | $292,518 | 0.1% |
| 59 | SPYSTATE STR SPDR S&P 500 ETF T | 389 | $290,159 | 0.1% |
| 60 | SIVRABRDN SILVER ETF TRUST | 5,023 | $282,393 | 0.1% |
| 61 | VYMVANGUARD WHITEHALL FDS | 1,780 | $281,293 | 0.1% |
| 62 | SUBISHARES TR | 2,503 | $266,495 | 0% |
| 63 | JNJJOHNSON & JOHNSON | 1,045 | $265,398 | 0% |
| 64 | DFIVDIMENSIONAL ETF TRUST | 4,886 | $263,942 | 0% |
| 65 | MLPXGLOBAL X FDS | 3,532 | $260,132 | 0% |
| 66 | AVGOBROADCOM INC | 688 | $259,893 | 0% |
| 67 | TQQQPROSHARES TR | 3,145 | $254,745 | 0% |
| 68 | SCHVSCHWAB STRATEGIC TR | 7,060 | $245,748 | 0% |
| 69 | NVDANVIDIA CORPORATION | 1,205 | $241,110 | 0% |
| 70 | ICSHISHARES TR | 4,409 | $223,008 | 0% |
| 71 | JHPIJOHN HANCOCK EXCHANGE TRADED | 9,727 | $220,801 | 0% |
| 72 | NBIXNEUROCRINE BIOSCIENCES INC | 1,294 | $218,085 | 0% |
| 73 | CIMCHIMERA INVT CORP | 15,601 | $208,121 | 0% |
| 74 | SCHFSCHWAB STRATEGIC TR | 7,370 | $204,152 | 0% |
| 75 | ROKROCKWELL AUTOMATION INC | 406 | $201,002 | 0% |
| 76 | VGMINVESCO TR INVT GRADE MUNS | 10,203 | $108,152 | 0% |
| 77 | HRZNHORIZON TECHNOLOGY FIN CORP | 16,732 | $79,142 | 0% |
| 78 | MVOUSDMV OIL TR | 11,981 | $21,207 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.